Please Join Us!
2026 Estate Planning Teleconference Series
February 17, 2026 | 12:00 p.m. - 1:30 p.m.
Security National Bank | 601 Pierce St., Sioux City, IA
3rd floor
Please join Security National Wealth Management for this month's Cannon Estate Planning Teleconference where the industry’s foremost leading authorities provide commentary and debate over the use of complex financial and legal strategies to serve their high-net-worth clients best.
Topic: Brave New World - Estate Planning with Digital Assets
The deployment and use of so-called digital assets continues to proliferate at supersonic speed. Virtually anyone who uses a computer or a smart phone has digital assets whether he or she recognizes them as such or not. Some digital assets are just items or information that may have intangible value to the owner and his or her family members but no monetary value. Other digital assets, such as cryptocurrency or the “key” to gain access to cryptocurrency, may have tremendous monetary value. A fiduciary in the 21st century must be prepared to recognize and handle digital assets. In this webinar, we will take a close look at the following:
- What are digital assets?
- Contractual provisions imposed by electronic services providers
- Estate planning document provisions to enable accessing and handling digital assets
- Impact of applicable laws including the Revised Uniform Fiduciary Access to Digital Assets Act
This is your opportunity to connect and collaborate with other professionals on relevant issues while earning continuing education and learning credits to preserve valuable business credentials.
Pre-registration is appreciated but not required and a complimentary lunch will be available to those who request it when registering.
REGISTER HERE